Sax Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Sax Wealth Advisors, LLC

  • $2.07 Billion
  • Q4 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 1,836 shares of IWB stock, worth $675,427. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,836
Previous 1,479 24.14%
Holding current value
$675,427
Previous $540,000 25.0%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$358.39 - $376.54 $127,945 - $134,424
357 Added 24.14%
1,836 $675,000
Q3 2025

Oct 20, 2025
BUY
$339.37 - $366.46 $339 - $366
1 Added 0.07%
1,479 $540,000
Q2 2025

Jul 23, 2025
BUY
$272.36 - $339.57 $402,548 - $501,884
1,478 New
1,478 $501,000

Others Institutions Holding IWB

# of Institutions
1,631
Shares Held
98.5M
Call Options Held
65.9K
Put Options Held
60.7K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Sax Wealth Advisors, LLC Portfolio

Follow Sax Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sax Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sax Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email